Notice: This company has been marked as potentially delisted and may not be actively trading. Simplify U.S. Equity PLUS GBTC ETF (SPBC) Institutional Ownership Add Compare Share Share Ownership Stock AnalysisDividendHeadlinesHoldingsOptions ChainOwnershipShort InterestTrends Institutional Ownership Changes (13F Filings) for Simplify U.S. Equity PLUS GBTC ETF (NASDAQ:SPBC)Number ofInstitutional Buyers(last 12 months)4TotalInstitutional Inflows(last 12 months)$23.29MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$2.99M Get SPBC Insider Trade Alerts Want to know when executives and insiders are buying or selling Simplify U.S. Equity PLUS GBTC ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SPBC Institutional Buying and Selling by Quarter Ad Investing Daily2 sentences that change everything you THOUGHT you knew about tradingIf you're like most people, on Friday morning you'll probably follow your set routine: Wake up... eat breakfast... go to work... But if you say these two sentences to your broker... you could collect as much as $1,250 on Friday... no matter where you live, whether you're working or already retired. It all has to do with a unique stock market secret that's worked 97% of the time for the past 8 years running.Click here. Simplify U.S. Equity PLUS GBTC ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/1/2024 SFG Wealth Management LLC.223,279$8.12M4.3%+7.5%38.831% 10/22/2024 Private Advisor Group LLC357,723$13.00M0.1%+537.2%62.213% 10/9/2024 Worth Asset Management LLC9,780$356K0.2%+3.4%1.701% 8/9/2024 Total Clarity Wealth Management Inc.74,425$2.57M0.9%+48.5%12.943% 8/5/2024 Private Advisor Group LLC56,137$1.94M0.0%-45.4%9.763% 7/19/2024 SFG Wealth Management LLC.207,793$7.17M4.1%+16.7%36.138% Get the Latest News and Ratings for SPBC and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Simplify U.S. Equity PLUS GBTC ETF and its competitors with MarketBeat's FREE daily newsletter. 7/11/2024 Worth Asset Management LLC9,455$326K0.2%-53.8%1.644% 4/30/2024 Private Advisor Group LLC102,774$3.48M0.0%N/A15.226% 4/26/2024 SFG Wealth Management LLC.178,089$6.02M3.6%+303.6%26.384% 4/12/2024 Worth Asset Management LLC20,466$692K0.4%-59.0%0.000% 1/19/2024 SFG Wealth Management LLC.44,121$1.25M0.8%N/A0.000% 1/11/2024 Worth Asset Management LLC49,965$1.42M1.0%+76.7%0.000% 10/11/2023 Worth Asset Management LLC28,281$678K0.5%N/A0.000% 8/4/2023Envestnet Asset Management Inc.74,750$1.87M0.0%N/A0.000% 7/31/2023WealthPLAN Partners LLC40,795$1.02M0.1%-33.7%0.000% 7/25/2023WealthPlan Investment Management LLC561$85K0.0%-98.3%0.000% 5/10/2023WealthPLAN Partners LLC61,486$1.40M0.2%-36.0%0.000% 5/8/2023WealthPlan Investment Management LLC32,453$740K0.1%-66.2%0.000% 3/6/2023OLD Mission Capital LLC21,857$440K0.0%+111.3%0.000% 12/12/2022WealthPlan Investment Management LLC98,413$2.03M0.1%N/A0.000% 11/14/2022OLD Mission Capital LLC10,344$198K0.0%-13.4%0.000% 11/8/2022IFP Advisors Inc1,821$46K0.0%N/A0.000% 8/5/2022OLD Mission Capital LLC11,943$244K0.0%N/A0.000% 5/11/2022Ovata Capital Management Ltd4,000,000$106.12M32.7%N/A0.000% 5/3/2022WealthPLAN Partners LLC50,296$1.20M0.1%N/A0.000% 2/10/2022 Private Advisor Group LLC24,785$697K0.0%N/A0.000% 2/3/2022Advisor Group Holdings Inc.4,541$128K0.0%+22.7%0.000% 11/5/2021Advisor Group Holdings Inc.3,700$95K0.0%N/A0.000% 8/13/2021OLD Mission Capital LLC9,997$254K0.0%N/A0.000% (Data available from 1/1/2016 forward) SPBC Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SPBC shares? During the previous two years, 9 institutional investors and hedge funds held shares of Simplify U.S. Equity PLUS GBTC ETF. The most heavily invested institutionals were Private Advisor Group LLC ($13.00M), SFG Wealth Management LLC. ($8.12M), Total Clarity Wealth Management Inc. ($2.57M), Envestnet Asset Management Inc. ($1.87M), WealthPLAN Partners LLC ($1.02M), OLD Mission Capital LLC ($440K), and Worth Asset Management LLC ($356K).Learn more on SPBC's institutional investors. Which institutional investors have been buying Simplify U.S. Equity PLUS GBTC ETF stock? The following institutional investors have purchased Simplify U.S. Equity PLUS GBTC ETF stock in the last 24 months: Private Advisor Group LLC ($404.36K), SFG Wealth Management LLC. ($223.28K), WealthPlan Investment Management LLC ($98.41K), Envestnet Asset Management Inc. ($74.75K), Worth Asset Management LLC ($50.29K), Total Clarity Wealth Management Inc. ($24.30K), and OLD Mission Capital LLC ($11.51K). How much institutional buying is happening at Simplify U.S. Equity PLUS GBTC ETF? Institutional investors have bought a total of 888,730 shares in the last 24 months. This purchase volume represents approximately $30.15M in transactions. Which Simplify U.S. Equity PLUS GBTC ETF major shareholders have been selling company stock? The following institutional investors have sold Simplify U.S. Equity PLUS GBTC ETF stock in the last 24 months: WealthPlan Investment Management LLC ($95.55K), WealthPLAN Partners LLC ($55.34K), Private Advisor Group LLC ($46.64K), Worth Asset Management LLC ($40.51K), and OLD Mission Capital LLC ($1.60K). How much institutional selling is happening at Simplify U.S. Equity PLUS GBTC ETF? Institutional investors have sold a total of 239,641 shares in the last 24 months. This volume of shares sold represents approximately $8.85M in transactions. 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